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Orientation Checklist

Pre-Orientation Tasks

Review company policies and procedures

Complete necessary paperwork (e.g., tax forms, direct deposit information)

Set up email and other necessary accounts

Obtain any required identification or security badges

Familiarize yourself with the company's organizational structure

Research and gather information about the company's products/services

First Day Orientation

Introduce new hire to team members and provide an overview of their roles and responsibilities

Provide a tour of the office/facility, including key areas such as restrooms, break rooms, and emergency exits

Review company policies, employee handbook, and code of conduct

Explain company benefits and answer any questions related to health insurance, retirement plans, etc.

Review company culture, values, and expectations for professional behavior

Explain the organization's mission, vision, and goals

Share information about company history, products/services, and clients/customers

Provide an overview of the department or team the new hire will be working in

Review the new hire's job description and performance expectations

Set up necessary logins, email accounts, and access to relevant systems or software

Assign a mentor or buddy for the new hire to assist with their onboarding process

Collect necessary employment paperwork, such as tax forms and emergency contact information

First Week Orientation

Schedule meetings with key stakeholders and department heads to provide an understanding of the company structure and roles

Review any specific processes or procedures that are unique to the new hire's position

Provide training on any necessary software or tools required for the new hire's job

Ensure the new hire receives any required safety training or certifications

Introduce the new hire to cross-functional teams or departments they may interact with

Encourage the new hire to ask questions and provide opportunities for them to share their ideas or suggestions

Assign initial tasks or projects to help the new hire get acclimated to their role and responsibilities

Check in regularly with the new hire to address any concerns or questions they may have

First Month Orientation

Set up a performance review meeting to assess the new hire's progress and address any areas of improvement

Provide additional training or resources as needed to support the new hire's development

Encourage the new hire to participate in team-building activities or social events to foster relationships with colleagues

Ensure the new hire has access to ongoing learning and development opportunities within the organization

Review the new hire's goals and objectives for the coming months and align them with the overall department and company goals

Continue to provide support and guidance to the new hire as they integrate into their role and the company culture

Note: The above checklist is a general guideline and may vary based on the specific needs and requirements of the organization.

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